Dealmaking Automation for Dealmakers

Dealmakers can utilize automation to cut down on time and cost. Automated workflows simplify tasks and allow dealmakers to manage the entire process of selling, from prospecting all the way to closing a deal. Dealmakers are able to spend more of their time on existing clients and developing strong relationships with potential buyers by automating.

For instance an automated workflow may automatically update a lead’s score every time their status changes, enabling you to easily track their actions and assess how well your sales team is performing. This allows you to keep track of your sales team’s performance and identify trends, which will help you make informed decisions about training, support, as well as resources.

You can also develop an automated system that triggers when a sale reaches a certain stage. For instance If you have a pipeline where a rep needs to get help from a sales engineer during an event, you can create an automation that assigns a task to the deal and assigns it to the appropriate person. The task description may include information from any deal properties.

Another way to leverage deal automation is to use it for onboarding and upselling/cross-selling campaigns. If a transaction is moved to the Closed Won stage for instance, an automation could send an email to the relevant salesperson or team with helpful advice and resources, such as setup guides and product tutorials. This keeps you top of mind for your customers and encourages engagement after the sale.